For Allocators

Equity manager oversight for allocators and OCIOs

Review disclosed holdings, measured risk exposures and concentration across your selected investment books, with dates and coverage available for committee discussion.

Request a pilot →Berkshire demo home →See a live roster (TRS) →See a group-of-funds X-ray →

The read, live

Real data, recomputed daily — not a mockup.

Risk decomposition

73%

21%

MarketSectorSubsectorStyle tiltResidual risk

Tracked-pension composite · 11 active equity managers — the aggregate book your peers hold, on one axis. Open the roster →

Manager selection is still mostly done by interview

Allocators are paid to make one judgment from different chairs: is this manager delivering skill, or charging an active fee for exposure that's cheaply replicable? The industry's own admission is that this is done by manager interviews and portfolio review — there is no standard, defensible measure that separates a real stock-picker from a closet indexer riding a sector or style tilt. That gap is a governance liability, not just an analytics one.

A standardized read on every manager

The Manager Skill Review peels each manager's realized, position-level return through market, sector, subsector, and style, down to a single stock-selection residual — computed the same way for every manager, so two are finally comparable on the one thing the fee is meant to buy.

Portfolio comparisons

Examine the reported holdings, concentration and measured risk of selected books, with their mandate differences visible.

Active-fee justification

Show how much of a manager's return came from buyable market/sector exposure versus the residual you're actually paying the fee for.

Watchlist monitoring

Track changes in reported holdings, concentration and measured exposures for the next review meeting.

Mandate drift

See when a manager's style box, concentration, or residual profile stops matching what the mandate intends.

Multi-manager sleeve

Inspect overlapping holdings and exposures across selected books, and identify differences to discuss with the investment teams.

IC reporting

Generate a board-ready, one-page memo per manager — the same review, formatted for the committee book.

Built for

OCIOsInvestment consultantsFamily-office CIOsRIAs with sophisticated clientsInstitutional allocator teamsFund boards & independent directors

Send us a roster — we'll return a review per manager.

Request a pilot →See examples →

Skill figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.